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Corient IA’s Fiserv FI Stock Holding History

Corient IA’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,000
Closed -$442K – 313
2025
Q1 		$442K Buy
+2,000
New +$442K 0.31% 123